+147.9%
NWSA vs SUI
+120.9%
+27.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | -12.2% | -2.4% | -9.8% | -11.4% |
| 30D | -8.7% | +3.3% | -12.0% | -9.9% |
| 3M | -6.0% | +0.7% | -6.7% | -6.4% |
| 6M | -0.3% | -4.1% | +3.8% | +1.0% |
| YTD | +3.5% | -1.8% | +5.3% | +3.6% |
| 1Y | +0.8% | -4.1% | +4.8% | +1.8% |
| 3Y | +31.1% | +17.4% | +13.7% | +19.9% |
| 5Y | +18.8% | -27.0% | +45.8% | +29.7% |
| 10Y | +147.9% | +121.2% | +26.7% | +107.3% |
| All | +147.9% | +120.9% | +27.0% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling